Under the Settings tab on the D-Tools Cloud QuickBooks Connector app, you can set the default preferences for the integration between D-Tools Cloud and QuickBooks Desktop (QBD).
Go to "Settings" in the left navigation menu of the QuickBooks Connector app. Here, you will see the following tabs to set the defaults.
Company File
Here, you will see the path to the QBD company file and an option to test the connection between QBD and the QuickBooks Connector app.
Item Defaults
Here, you can set your default account preferences for Inventory, Non-Inventory, and Service items when these are created in QBD from the D-Tools Cloud QuickBooks Connector app.
New Item Defaults
Here, you will set the defaults for how products and allowances will be created in QBD. You can choose between Inventory and Non-Inventory. You can also choose which description from D-Tools Cloud for products will transfer to the QBD Sales description and Purchase description fields when items are created.
Inventory
Here, you can choose the three required accounts from your QBD chart of accounts to be your defaults when creating inventory Items.
Non-Inventory
Here, you can choose the required account(s) from your QBD chart of accounts to be your defaults when creating non-inventory items.
The Unit Cost will not be created for the QBD item unless you select the "Item is purchased for..." option and select an expense account.
Service
Here, you can choose the required account(s) from your QBD chart of accounts to be your defaults when creating labor from a D-Tools Cloud project or change order.
The Unit Cost will not be created for the QBD item unless you tick the "Service is performed by..." option and select an expense account.
Item Format
This is where you will choose the format for creating items in QBD. You can use up to three field levels and set their lengths, with 30 as the maximum allowed per QBD rules. The field options are Manufacturer, Model, and Part Number.
When using more than one field, the item will be created in a hierarchical format using the QBD "subitem of" option. The example shown below is an item created in QBD using the format shown above. Notice that Model is a subitem of Manufacturer.
It is important to understand the QBD rules about using subitems, most notably that if you are using a hierarchical (subitem of) format, all items for the "parent" will need to be of the same type in QBD, i.e., all inventory or all non-inventory.
Estimate
Here, you can change the default name and description for product adjustment and labor adjustment as they will display on the QBD Estimate, e.g., "Labour Adjustment". These correspond to the adjustments you've set in your Cloud project.
These adjustments will be displayed at the end of the list of items in the QBD Estimate, and a QBD item will be created with the name set above.
Invoice
Here, you set the defaults for description, truck roll fee, and drive time fee specified in QBD invoices.
Connector Key
Here, you will see the details of the connector key.
